Purchases and Sales Made in Q2 2023 in Bp PLC (BP)
This table provides information about the institutional ownership of Bp PLC (BP) during Q2 2023. The information is specifically focused on institutions that hold shares of BP PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
638+ 2.12% |
$21.5K - $25.9K
|
30.7K
$893K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
635+ 11.98% |
$21.4K - $25.8K
|
5.94K
$173K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
635+ 1.46% |
$21.4K - $25.8K
|
44.1K
$1.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
634+ 11.69% |
$21.4K - $25.8K
|
6.06K
$176K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
613New |
$20.7K - $24.9K
|
613
$17.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
598+ 5.69% |
$20.2K - $24.3K
|
11.1K
$323K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
595+ 0.68% |
$20.1K - $24.2K
|
88.4K
$2.57M
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
590+ 6.48% |
$19.9K - $24K
|
9.7K
$282K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
579+ 3.74% |
$19.5K - $23.5K
|
16K
$467K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
563+ 1.38% |
$19K - $22.9K
|
41.2K
$1.2M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
561New |
$18.9K - $22.8K
|
561
$16.3K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
559New |
$18.8K - $22.7K
|
559
$16.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
550+ 0.7% |
$18.5K - $22.4K
|
79.6K
$2.31M
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
544+ 0.31% |
$18.3K - $22.1K
|
178K
$5.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
500+ 0.7% |
$16.9K - $20.3K
|
71.5K
$2.08M
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
500+ 5.26% |
$16.9K - $20.3K
|
10K
$291K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
500+ 7.55% |
$16.9K - $20.3K
|
7.13K
$207K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
500+ 500.0% |
$16.9K - $20.3K
|
600
$17.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
500New |
$16.9K - $20.3K
|
500
$14.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
500New |
$16.9K - $20.3K
|
500
$14.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
494+ 3.85% |
$16.7K - $20.1K
|
13.3K
$388K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
489+ 3.58% |
$16.5K - $19.9K
|
14.1K
$411K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
485+ 31.62% |
$16.3K - $19.7K
|
2.02K
$58.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
BUY
|
- |
475New |
$16K - $19.3K
|
475
$13.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
467+ 3.79% |
$15.7K - $19K
|
12.8K
$371K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
460+ 3.9% |
$15.5K - $18.7K
|
12.3K
$356K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
445+ 0.49% |
$15K - $18.1K
|
90.4K
$2.63M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
432+ 1.41% |
$14.6K - $17.6K
|
31K
$902K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
410+ 410.0% |
$13.8K - $16.7K
|
510
$14.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
360+ 3.81% |
$12.1K - $14.6K
|
9.82K
$285K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
358+ 4.89% |
$12.1K - $14.6K
|
7.68K
$223K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
344+ 2.66% |
$11.6K - $14K
|
13.3K
$386K
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
342+ 18.9% |
$11.5K - $13.9K
|
2.15K
$62.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
335+ 2.14% |
$11.3K - $13.6K
|
16K
$466K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
328+ 3.35% |
$11.1K - $13.3K
|
10.1K
$294K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
328+ 29.68% |
$11.1K - $13.3K
|
1.43K
$41.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
327+ 3.18% |
$11K - $13.3K
|
10.6K
$309K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
324+ 2.14% |
$10.9K - $13.2K
|
15.5K
$450K
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
322+ 4.39% |
$10.9K - $13.1K
|
7.67K
$223K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
311+ 4.34% |
$10.5K - $12.6K
|
7.47K
$217K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
307New |
$10.3K - $12.5K
|
307
$8.93K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
305+ 128.15% |
$10.3K - $12.4K
|
543
$15.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
304+ 59.61% |
$10.2K - $12.4K
|
814
$23.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
302+ 1.16% |
$10.2K - $12.3K
|
26.4K
$768K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
300New |
$10.1K - $12.2K
|
300
$8.72K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
299+ 52.36% |
$10.1K - $12.2K
|
870
$25.3K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
296New |
$9.98K - $12K
|
296
$8.61K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
293+ 26.07% |
$9.88K - $11.9K
|
1.42K
$41.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
284+ 1.09% |
$9.57K - $11.5K
|
26.4K
$766K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
268+ 0.81% |
$9.03K - $10.9K
|
33.2K
$965K
|